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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
PB
4576
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 384 M | +USD 45.6 M | +13% | 12.6% | 68.3% | 946 | 9.09% | 5 |
|
| 4577 |
JWS
4577
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 384 M | +USD 85.2 M | +28% | 16.9% | 76.5% | 186 | 32.26% | 2.5 |
|
| 4578 |
RC
4578
Reik & Co
New York
| USD 384 M | +USD 21.4 M | +6% | 8.21% | 38.6% | 60 | 6.67% | 8.4 |
|
| 4579 |
IAA
4579
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| USD 384 M | +USD 107 M | +39% | 9.16% | – | 27 | 18.52% | 0.8 |
|
| 4580 |
C1AG
4580
Client 1st Advisory Group
Dunedin,
Florida
| USD 384 M | +USD 54.5 M | +17% | 12.2% | 57.4% | 152 | 12.5% | 3.1 |
|
| 4581 |
SI
4581
Schusterman Interests
Tulsa,
Oklahoma
| USD 383 M | -USD 7.97 M | -2% | 6.42% | 344% | 10 | 20% | 1.4 |
|
| 4582 |
SGCM
4582
Sand Grove Capital Management
London,
United Kingdom
| USD 383 M | -USD 61 M | -14% | 13.8% | 410% | 25 | 68% | 0.3 |
|
| 4583 |
HPM
4583
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 383 M | +USD 50 M | +15% | 15.3% | 77.8% | 241 | 16.18% | 2.1 |
|
| 4584 |
PFU
4584
Parus Finance (UK)
London,
United Kingdom
| USD 383 M | +USD 48.7 M | +15% | 42.6% | 199% | 38 | 5.26% | 3.6 |
|
| 4585 |
PPWM
4585
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 383 M | +USD 63.5 M | +20% | 25% | 93.9% | 239 | 14.23% | 2.3 |
|
| 4586 |
CA
4586
Claris Advisors
St. Louis,
Missouri
| USD 383 M | +USD 48.8 M | +15% | 13% | 65.7% | 75 | 8% | 2.6 |
|
| 4587 |
RC
4587
RV Capital
Schindellegi,
Switzerland
| USD 383 M | +USD 259 k | +0.1% | 13.1% | 250% | 13 | 0% | 2.6 |
|
| 4588 |
VRM
4588
Vectors Research Management
New York
| USD 383 M | +USD 40.5 M | +12% | 17.2% | 67.3% | 151 | 7.95% | 4.1 |
|
| 4589 |
FAP
4589
Financial Advisory Partners
Winter Park,
Florida
| USD 383 M | +USD 29.1 M | +8% | 7.43% | 46.7% | 74 | 10.81% | 3.1 |
|
| 4590 |
CC
4590
Congruence Capital
Los Angeles,
California
| USD 383 M | +USD 84.4 M | +28% | 33.4% | – | 36 | 38.89% | 0.3 |
|
| 4591 |
FP
4591
Fiduciary Planning
Englewood,
Florida
| USD 382 M | +USD 51.2 M | +15% | 17% | 71.4% | 84 | 14.29% | 2.3 |
|
| 4592 |
AFA
4592
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 382 M | +USD 55.8 M | +17% | 11.6% | 41.6% | 116 | 48.28% | 1.2 |
|
| 4593 |
CWM
4593
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 382 M | +USD 58.5 M | +18% | 16.1% | 72% | 89 | 19.1% | 2.3 |
|
| 4594 |
CM
4594
Cosmic Management
West Hollywood,
California
| USD 382 M | +USD 153 M | +67% | 31.3% | – | 5 | 20% | 0.4 |
|
| 4595 |
GJWM
4595
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| USD 382 M | +USD 44.2 M | +13% | 17% | – | 202 | 12.38% | 1.9 |
|
| 4596 |
PCS
4596
Private Client Services
Louisville,
Kentucky
| USD 381 M | +USD 46.9 M | +14% | 14% | 72% | 245 | 21.63% | 1.4 |
|
| 4597 |
SWM
4597
Selective Wealth Management
Forest,
Virginia
| USD 381 M | +USD 43.7 M | +13% | 10.9% | 74.4% | 141 | 18.44% | 2.8 |
|
| 4598 |
NWM
4598
Northcape Wealth Management
Williamsville,
New York
| USD 381 M | +USD 14.3 M | +4% | 7.09% | 66% | 149 | 8.72% | 3 |
|
| 4599 |
LFP
4599
Leeward Financial Partners
Bellevue,
Washington
| USD 381 M | +USD 45 M | +13% | 17.6% | 83% | 108 | 10.19% | 2.6 |
|
| 4600 |
WRM
4600
Weybosset Research & Management
Province,
Rhode Island
| USD 381 M | +USD 34.1 M | +10% | 12.7% | 73.4% | 33 | 3.03% | 6.5 |
|